Gallagher Fiduciary Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Gallagher Fiduciary Advisors’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,732	Closed	-$316K	–	353
2025 Q2	$316K	Sell	7,732 -164	-2%	-$6.53K	0.01%	246
2025 Q1	$311K	Sell	7,896 -2,582	-25%	-$101K	0.01%	234
2024 Q4	$397K	Buy	10,478 +482	+5%	+$19.1K	0.08%	175
2024 Q3	$404K	Sell	9,996 -2,952	-23%	-$110K	0.08%	147
2024 Q2	$441K	Sell	12,948 -790	-6%	-$27.1K	0.1%	113
2024 Q1	$451K	Sell	13,738 -376	-3%	-$11.7K	0.02%	116
2023 Q4	$447K	Sell	14,114 -488	-3%	-$14.9K	0.02%	112
2023 Q3	$430K	Buy	14,602 +3,396	+30%	+$109K	0.04%	107
2023 Q2	$366K	Sell	11,206 -422	-4%	-$14.2K	0.03%	138
2023 Q1	$393K	Buy	+11,628	New	+$394K	0.03%	135

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Gallagher Fiduciary Advisors's XLU Position: Q3 2025 in Review

Gallagher Fiduciary Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 7,732 shares — an estimated $316K sold.

Gallagher Fiduciary Advisors first reported a position in XLU in Q1 2023 and held it in 10 quarters. The position peaked at $451K in Q1 2024. 1,426 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

Gallagher Fiduciary Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Gallagher Fiduciary Advisors sold 7,732 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $316K.
Gallagher Fiduciary Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and held it in 10 quarters.
Gallagher Fiduciary Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $451K in Q1 2024.
1,426 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Gallagher Fiduciary Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.